CONFERENZ.CO.NZ/MACTSUPPORTING ORGANISATION

2018

CONFERENCE

20-21 FEBRUARY 2018CLIFTONS AUCKLAND

AUCKLAND

Log up to 15 CPD hours

Innovation, technology, and the future focused Management Accountant

EXPERT COMMENTARY AND CASE STUDIES:

• Economic update focusing on the implications for businesses across sectors and across the country with David Norman, Chief Economist, Auckland Council

• An expert panel discussion around the future role of the Management Accountant

• Refining forecasting models to develop a nimble approach with Ray Ninow, Management Consultant & Founder, iBusiness NZ

PLUS! TWO HALF-DAY WORKSHOPS

• Efficiency and Proficiency: Transforming the back office to support growth strategies

• The Management Accountant’s guide to Agile

Log up to 3.5 CPD hours on each workshop

2018

CONFERENCE

Understand how Management Accountants can stay relevant in the face of changing technologies and increased automation

Be inspired by some of New Zealand’s leading professionals as they share their expertise through case studies and expert insights

An opportunity for Management Accountants and finance professionals to network and connect with their peers

Log up to 15 CPD hours on the conference plus 3.5 CPD hours on each workshop

1

4

2

3

2018 MANAGEMENT ACCOUNTANT CONFERENCE connects finance professionals in a specialised two-day conference focused on accelerating decision-making and shaping the next-generation of Management Accountants. With presentations from a diverse range of experts, it is your chance to gain invaluable insights into what is leading business strategy and successful financial outcomes.

FEATURING EXPERT INSIGHTS ON:

• Leadership techniques to respond pragmatically to sudden change• An extended Excel Masterclass to streamline business reporting• Making the most of technology in automating back-end functions • Better data outcomes by harnessing the power of data and analytics • Formalising risk management strategies

Left to right: NALAR MOHAMED, Capital Performance Manager, Auckland Transport & Australasian Regional Board Member, CIMA;NICK CARTER, Management Accountant, Lumino the Dentists; RAY NINOW, Management Consultant & Founder, iBusiness NZ; ALLISON KENNEDY, Trainer, Ace Training; BRUCE SWAIN, Director, Change Institute of New Zealand; NIGEL TOMS, Corporate Risk Manager, Watercare Services

FEATURED SPEAKERS INCLUDE:

DAY ONE20 FEBRUARY 2018

8.30 Registration and coffee

9.00 Welcome from the Chair GRAEME HEAP, Asset Analyst – Finance

Development and Asset Management, SCENTRE GROUP

THE FUTURE ECONOMIC AND BUSINESS OUTLOOK

9.10 Economic update: Focusing on the implications for businesses across sectors and across the country

David will draw on his experience in his current role, as well as at Westpac, PwC and in the construction sector to discuss:

• Strongest drivers of the Auckland and national economy today

• Current economic and social challenges and opportunities

• Economic impacts of the election and policy tweaks

• Economic outlook for the next 12-24 months DAVID NORMAN, Chief Economist, AUCKLAND COUNCIL

9.50 Partnering with the business: Connecting business vision with strategy

• Facilitating strong internal partnerships through effective and timely communication

• Methodologies to improve and articulate business vision and values

• Becoming more commercially aware of business opportunities

10.30 Morning break

11.00 PANEL: The future of the Management Accountant • What are some of the greatest drivers of change

within the Management Accountant’s role? • What are the technologies that are impacting

the Management Accountants role now and in the next 5 years?

• What skills are required of future Management Accountants?

• How are emerging technologies, including AI and automation, impacting the Management Accountant’s job function?

GORDON RUTHERFORD, Senior Management Accountant, AUCKLAND DISTRICT HEALTH BOARD

STEFAN GEERTSEMA, Chief Financial Officer, THE COMFORT GROUP

BRUCE HAMPTON, Finance Manager, LUMINO THE DENTISTS

MAKING THE MOST OF THE TECHNOLOGY TRANSFORMATION

11.50 Supporting strategic decision making • Reshaping the traditional finance function to

improve speed and quality of reporting • The benefits gained by establishing an

equilibrium between solid financial knowledge, technology and data, with an understanding of the core business functions

• How can data and digital technology improve competitive advantage

12.30 Lunch break

13.30 Case study: Automating back-end functions to deliver on company vision

• Automating data trends analysis to enhance decision making

• Improving operational accuracy by automating workflows

• Successful execution and implementation of automated back-end functions

NICK CARTER, Management Accountant, LUMINO THE DENTISTS

14.10 Refining forecasting models: Developing a nimble approach to finance

• Selecting and customising the best model for the business

• Periodically reviewing projections to accurately achieve goals

• Delivering reports to better manage expectations and cope with uncertainty

• Removing bias when developing increasingly complex forecasting schedules

RAY NINOW, Management Consultant & Founder, IBUSINESS NZ

14.50 Afternoon break

15.20 Case study: Remaining adaptive when implementing strategy and resource planning

• Refining business planning strategies to meet current and future needs

• Actions to enhance adaptability of an enterprise to achieve short and long-term objectives

• Identifying new opportunities to improve financial performance

• Strategic approaches to improve asset management

MARK LE COMTE, Organisational Planning Manager, BAY OF PLENTY REGIONAL COUNCIL TOI MOANA

16.00 Applying Agile and Lean processes to improve accounting outcomes

• Optimising workflows and performance • How process might be applied to accounting

practices and translating these into business outcomes

• Accomplishing short and medium outcomes in clear manageable phases

COLART MILES, Innovation Coach, ENTREPRENEUR & DIRECTOR

16.40 Summary remarks from the Chair and networking drinks

9.00 Welcome back from the Chair

9.10 Integrating reporting systems to drive future organisational value

• Capturing business value through CIMA’s define, create, deliver and capture business model

• Involving stake holders through co-creation • Setting clear objectives to drive strategic decision

making and achieving organisational outcomes NALAR MOHAMED, Capital Performance Manager,

AUCKLAND TRANSPORT & Australasian Regional Board Member, CIMA

9.50 Recognising the unavoidable: Formalising risk management

• Reducing uncertainty through strengthening risk management tactics

• Drafting a systematic framework in recognising, evaluating, and acting on risks

• Strategic approaches in managing internal and external risks

• Developing a risk management strategy that is tolerant to change

NIGEL TOMS, Corporate Risk Manager, WATERCARE SERVICES

10.30 Morning break

BETTER DATA, BETTER OUTCOMES

11.00 Extended Excel Masterclass: Transforming Excel to streamline business reporting

• New formulas and functions to work smarter • Identifying meaningful patters from datasets • Increasing productivity through time saving

reporting techniques • Delivering new and extended functionality of

Power BI ALLISON KENNEDY, Trainer, ACE TRAINING

12.30 Lunch break

13.30 The evolution of data: Harnessing the power of data and analytics

• Improving business efficiency through effectively analysing data

• Making sense of data to enhance insights • Developing approaches to support faster

budgeting and processing • Refining dashboards to reflect key performance

indicators and business metrics GRANT HUNKIN, Business Intelligence and Data

Analytics Specialist, EY

LEADERSHIP, COMMUNICATION AND INFLUENCE

14.10 Developing valuable and practical negotiation skills

• Planning your terms and boundaries • Techniques for acting decisively during a

negotiation • Fostering a collaborative outcome when dealing

with conflict PETER WALES, former Head of Finance,

INDEPENDENT CONSULTANT

15.00 Afternoon break

15.20 Improved decision making: Promoting an adaptive mindset

• Increasing ability to respond pragmatically to sudden organisational change

• Developing strategies which support better reactive judgement

• Facilitating and managing cross-functional team input

BRUCE ROSS, Business Growth Strategist, IGNITE BUSINESS LEADERSHIP LTD

16.00 Driving a vision: Fostering leadership and strengthening relationship development

• Leading with confidence – strengthening your identity as a leader

• Strategies for dealing with different personality types

• Adapting communication skills to better manage performance

• Better managing relationships with internal and external stakeholders

BRUCE SWAIN, Director, CHANGE INSTITUTE OF NEW ZEALAND

16.40 Closing remarks from the Chair and close of conference

DAY TWO21 FEBRUARY 2018

EFFICIENCY AND PROFICIENCY: TRANSFORMING THE BACK OFFICE TO SUPPORT GROWTH STRATEGIES

This half-day workshop will provide Management Accountants with the tools and insights to better fulfil their future organisational back office objectives.

• Best practice: Techniques to effectively capitalise on back office transformation • Considering process automation to reduce errors and gain cost advantages • Refining business processes to increase efficiency when working with information

like budgets, cost estimates, and variance analysis • Managing mindsets and attitudes through back office transformational change • Transforming the finance function to supporting and meet increased value creation

BRAD GOLCHIN, FOUNDER/MANAGING DIRECTOR, WISE ADVICE Brad has been at the forefront of the accounting industry with his commitment to the introduction of technology to run his practices. As a speaker running regular workshops to help others in the accounting industry he has passed on his knowledge of the cost advantages of new technologies to streamline processes and make use of all data available in the business to enable growth. Brad has experienced major transformations in the industry and he has managed those changes with a forward-thinking attitude, seeing opportunities and embracing them.

THE MANAGEMENT ACCOUNTANT’S GUIDE TO AGILE

This half-day workshop explores opportunities available to finance professionals to adopt project management principles to contribute to enterprise project management and bottom-line.

• Establishing a framework and systems for response • Engaging the audience through practical means with a focus on creating practical

experience within these learnings • Identifying different finance topics and achieving concepts • Collaborating effectively within different business departments • Critical reflections on learnings and moving forward

COLART MILES, Innovation Coach, ENTREPRENEUR & DIRECTOR Colart is a well-known innovation coach and a specialist in accelerated delivery practices such as Agile, Kanban and Lean. Colart also plays a central role in the local startup ecosystem including Startup Weekend, ZeroPoint Ventures, R9 Accelerator, Flux Accelerator and Lightning Lab. Colart is pursuing his passion for helping kiwi organizations to speed up innovation and to build a more sophisticated ecosystem.

WOR

KSHO

PS

CL094 Code: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Copyright © 2017 Conferenz Ltd

conferenz.co.nz/mact 09 912 3616

REGISTRATION DETAILS

BOOKING OPTIONS SUPER SAVER PRICEREGISTER & PAY BEFORE 5PM

5 December 2017

EARLY BIRD PRICEREGISTER & PAY BEFORE 5PM

30 January 2018

LAST MINUTEREGISTER & PAY AFTER 5PM

30 January 2018

CONFERENCE $2299 + GST $2499 + GST $2599 + GST

EACH WORKSHOP $599 + GST $699 + GST $799 + GST

Agenda Updates: Conferenz Ltd reserves the right to make any amendments deemed to be in the best interest of the summit. Agenda is correct at time of printing, please check online for any updates.

HOW TO PAY - DIRECT CREDITDirect credit to our bank account (please supply details of remittance)

ACCOUNT NAME: Conferenz LtdACCOUNT NUMBER: 06-0273-0228588-25

HOW TO PAY - CREDIT CARDWe accept most major credit cards. Please contact our office directly on (09) 912 3616 if you wish to use this method of payment, or register online for this event at www.conferenz.co.nz A 2.5% surcharge will be added to credit card payments

WHAT HAPPENS IF I HAVE TO CANCEL?YOU HAVE SEVERAL OPTIONS:• Send a substitute delegate in your place• Confirm your cancellation in writing (letter or email) at least ten working days prior

to the event and receive a refund less a $300+GST service charge per registrant. Regrettably, no refunds can be made for cancellations received after this date.

GST No. 66-938-654

New Zealand’s premier conference for Management Accountants.

Connect with your industry peers, be inspired, and gain leadership insights on how you can support finance transformation.

2018

CONFERENCE

CONFERENZ.CO.NZ/MACT